Cherry Tree Wealth Management, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1985414
MINNETONKA, MN
All Filings in IBDW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $1,136,896 | 54,319 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 IBDW | $1,115,366 | 52,736 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 IBDW | $1,066,835 | 50,275 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 IBDW | $1,046,087 | 49,719 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 IBDW | $959,563 | 46,244 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 IBDW | $844,219 | 41,485 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 IBDW | $774,296 | 36,489 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBDW | $509,157 | 25,094 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 IBDW | $279,545 | 13,643 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 IBDW | $7,996 | 385 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||